Who We Are

Osaic FA, Inc is a nationwide financial planning firm with representatives in offices across the country. Our financial professionals include  Chartered Financial Consultants, Chartered Life Underwriters, Chartered Retirement Planning Counselors^SM, Certified Public Accountants*, and other associates whose expertise encompasses the financial planning strategies that help support wealth accumulation and preservation.

Our associates work as a team to provide clients with comprehensive financial, retirement, investment, business owner planning and estate planning strategies using proven strategies and state-of-the-art software. Our advisors can help clients implement financial solutions to address the unique needs uncovered during the financial planning process.

Our firm's philosophy - the one that uniquely defines the way we do business - is "Serve First, Last and Always^SM." The essence of this philosophy is that in all client engagements, we are committed to do whatever is required to get our clients to take the actions that are necessary to put their financial affairs in order. The hallmark of our firm has always been to deliver personalized financial plans and solution strategies to help meet the unique needs of our clients.

If this kind of partnership makes sense to you, give us the opportunity to personally discuss the benefits you and your employees will enjoy by working with us.

*Not practicing on behalf of Osaic FA, Inc.